Retirement Capital Strategies’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Hold |
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|
2025
Q1 | $3.28M | Hold |
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|
2024
Q4 | $3.28M | Hold |
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|
2024
Q3 | $2.34M | Hold |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $2.67M | Hold |
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|
2023
Q4 | $2.3M | Hold |
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|
2023
Q3 | $2.4M | Hold |
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|
2023
Q2 | $2.2M | Hold |
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|
2023
Q1 | $2.05M | Hold |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $2.19M | Hold |
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|
2022
Q2 | $1.85M | Hold |
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|
2022
Q1 | $2.02M | Hold |
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|
2021
Q4 | $1.61M | Hold |
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|
2021
Q3 | $1.57M | Hold |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.43M | Hold |
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|
2020
Q4 | $1.05M | Hold |
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|
2020
Q3 | $803K | Hold |
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|
2020
Q2 | $787K | Hold |
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|
2020
Q1 | $547K | Hold |
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|
2019
Q4 | $926K | Hold |
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|
2019
Q3 | $822K | Hold |
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|
2019
Q2 | $820K | Hold |
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|
2019
Q1 | $699K | Hold |
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|
2018
Q4 | $613K | Hold |
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|
2018
Q3 | $648K | Hold |
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|
2018
Q2 | $658K | Hold |
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|
2018
Q1 | $613K | Hold |
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|
2017
Q4 | $574K | Hold |
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|
2017
Q3 | $534K | Hold |
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|
2017
Q2 | $428K | Buy |
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|
2017
Q1 | $388K | Hold |
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|
2016
Q4 | $356K | Hold |
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|
2016
Q3 | $299K | Buy |
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